Aptus Capital Advisors
SJT icon

Aptus Capital Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Aptus Capital Advisors’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.1K Buy
15,000
+5,000
+50% +$20.1K ﹤0.01% 1387
2026
Q1 		$48.1K Buy
+10,000
New +$54.8K ﹤0.01% 1280

Other funds holding SJT

Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Aptus Capital Advisors's SJT Position: Q2 2026 in Review

Aptus Capital Advisors increased its San Juan Basin Royalty Trust (SJT) stake by 50% in Q2 2026, buying an estimated $20.1K and bringing the position to 15,000 shares worth $48.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Aptus Capital Advisors first reported a position in SJT in Q1 2026 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

  • Aptus Capital Advisors held 15,000 shares of San Juan Basin Royalty Trust worth $48.1K as of Q2 2026.
  • Aptus Capital Advisors bought 5,000 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $20.1K.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1387 holding.
  • Aptus Capital Advisors first reported a position in San Juan Basin Royalty Trust in Q1 2026 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.